About us
| About Us |
|---|
| We are a professionally run asset manager with a highly experienced and motivated team. |
| We are a SEBI-licensed Portfolio Management Service (PMS) with an AUM of INR 439crs as on 30-Nov-24. |
| We have applied for an AIF license to SEBI. More details mentioned in subsequent slides. |
| Our Investment Team has substantial net worth invested in the various strategies alongside the investors, thus ensuring complete alignment of interest with our clients. |
| We have a long-term approach towards investing. We invest in businesses that are run by high-quality managements and where we expect robust growth over the next 3-5 years. Stock prices have been and will continue to fluctuate for various intrinsic and extrinsic reasons, and we generally do not attempt to predict short-term fluctuations. |
| Our core investments are fundamentally sound, cash-flow generating, well-run and growing businesses led by trustworthy and highly competent management teams. |
| We also invest in special situations i.e. in businesses that may not be performing as per their true potential at the moment but are likely to reach that potential in 1-2 years and match up to the standards of the core investments once their true potential is achieved. Often such businesses are undergoing a management change or balance sheet restructuring / sale of a part or the entire business. |
team members
Professionals Team
Manish Gupta
Founder & CIO
Manish Gupta, CFA Principal Officer
- Manish has over 23 years of experience in Indian equity markets.
- He was part of the senior leadership team at CLSA’s Institutional Equities business in Mumbai and New York. During his 17-years at CLSA, he has advised leading FIIs, insurance companies, mutual funds, private equity funds and sovereign wealth funds on their Indian equity investments. He was involved in numerous IPOs, QIPs, equity placements, block trades during his tenure.
- He holds an MBA from IIM Ahmedabad (2001), a 5-year Integrated M. Tech. from IIT Delhi (1999), and is a CFA charter holder from CFA Institute, USA (2004).
Manish Gupta
Founder & CIO
Viraj Mahadevia Portfolio Manager & Partner
- Viraj has over 20 years of experience in finance, with 10 years in Private Equity in India as part of Actis (AUM of over USD 7.5 billion across various funds), one of the largest emerging market PE funds.
- He has over 5 years experience in previous assignments, including M&A and capital raising in Healthcare and Consumer sectors at Goldman Sachs and Citigroup based out of their London offices.
- He holds an MBA in Finance and Leadership Change Management from the Indian School of Business, Hyderabad (2004) and a BSc in Electrical Engineering from the University of Michigan Ann Arbor (2000).
Manish Gupta
Founder & CIO
Manish Gupta
Founder & CIO
Anand Mohta Director - Client Investments
- Anand has over 20 years experience in wealth management industry, guiding clients in their wealth creation journey.
- He has worked in several leadership roles at Aditya Birla Capital, IIFL Securities, Ramesh M Damani (prop desk) and NSE Cogencis.
- He holds an MBA from NL Dalmia Institute of Management & Research and B.Com. from Mumbai University.
Manish Gupta
Founder & CIO
Sandeep Mathivanan Equity Research Analyst
- Sandeep is an engineer with a Bachelor’s degree in Electronics and Telecommunication Engineering and a Master’s in Management Studies specializing in Finance.
- He had interned at UTI PMS as an analyst and worked at ICICI Bank over a year in the trade finance department.
- He is currently pursuing the CFA designation and has cleared level 2.
- He is responsible for ideation and supporting portfolio managers in their daily tasks.
Manish Gupta
Founder & CIO